Civic Intelligence

Economic Forum

990 • Fiscal year 2022 • EIN 85-0322187

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 27, 2023

Organization ProfileWWW.ECON-FORUM.COM
2500 Louisiana NE Suite 512Albuquerque, NM 87110

(505) 980-5430

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.24x

Higher debt load relative to assets than 66% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.42x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Net Margin

41st percentile

2.4%

Higher net margin than 41% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$120,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2022 filings • NTEE S • $500k-$1M nonprofits • Source year 2022

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

6.5%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$650,286

Up $52,647 (+8.8%) from 2021

Net Assets

Up

$493,940

Up $8,999 (+1.9%) from 2021

Liabilities

Up

$156,346

Up $43,648 (+39%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin41st percentile

Revenue

Up

$370,506

Up $22,760 (+6.5%) from 2021

Expenses

Up

$361,507

Up $51,445 (+17%) from 2021

Net Income

Down

$8,999

Down $28,685 (-76%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $178,684Liabilities 2011: $117,324Net Assets 2011: $61,3602011Assets 2012: $231,829Liabilities 2012: $125,613Net Assets 2012: $106,2162012Assets 2013: $271,236Liabilities 2013: $120,750Net Assets 2013: $150,4862013Assets 2014: $332,507Liabilities 2014: $123,346Net Assets 2014: $209,1612014Assets 2015: $376,059Liabilities 2015: $121,350Net Assets 2015: $254,7092015Assets 2016: $388,267Liabilities 2016: $120,435Net Assets 2016: $267,8322016Assets 2017: $433,397Liabilities 2017: $118,061Net Assets 2017: $315,3362017Assets 2018: $476,796Liabilities 2018: $117,568Net Assets 2018: $359,2282018Assets 2019: $513,913Liabilities 2019: $103,607Net Assets 2019: $410,3062019Assets 2020: $559,931Liabilities 2020: $112,674Net Assets 2020: $447,2572020Assets 2021: $597,639Liabilities 2021: $112,698Net Assets 2021: $484,9412021Assets 2022: $650,286Liabilities 2022: $156,346Net Assets 2022: $493,9402022Assets 2023: $650,950Liabilities 2023: $131,920Net Assets 2023: $519,0302023Assets 2024: $563,570Liabilities 2024: $109,109Net Assets 2024: $454,4612024

Highlighted filing

2022

Assets$650,286
Liabilities$156,346
Net Assets$493,940
Open 2022 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $309,887Expenses 2011: $276,308Net Income 2011: $33,5792011Revenue 2012: $324,900Expenses 2012: $280,044Net Income 2012: $44,8562012Revenue 2013: $330,289Expenses 2013: $286,019Net Income 2013: $44,2702013Revenue 2014: $347,280Expenses 2014: $288,605Net Income 2014: $58,6752014Revenue 2015: $351,013Expenses 2015: $305,465Net Income 2015: $45,5482015Revenue 2016: $343,741Expenses 2016: $330,618Net Income 2016: $13,1232016Revenue 2017: $351,072Expenses 2017: $303,568Net Income 2017: $47,5042017Revenue 2018: $369,269Expenses 2018: $325,377Net Income 2018: $43,8922018Revenue 2019: $398,175Expenses 2019: $347,097Net Income 2019: $51,0782019Revenue 2020: $308,708Expenses 2020: $271,757Net Income 2020: $36,9512020Revenue 2021: $347,746Expenses 2021: $310,062Net Income 2021: $37,6842021Revenue 2022: $370,506Expenses 2022: $361,507Net Income 2022: $8,9992022Revenue 2023: $441,102Expenses 2023: $416,012Net Income 2023: $25,0902023Revenue 2024: $409,856Expenses 2024: $474,425Net Income 2024: -$64,5692024

Highlighted filing

2022

Revenue$370,506
Expenses$361,507
Net Income$8,999
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 27, 2023
Return Version
2022v5.0
Gross Receipts
$370,506
Mission and Program Overview

Mission

To organize and work with local and state businesses, government and educational institutions for the purposes of achieving objectives that will improve the economic welfare of the city of albuquerque, county of bernalillo and the state of new mexico.

To organize and work with local and state businesses, government and education institutions for the purpose of achieving objectives that will improve the economic welfare of metropolitan albuquerque.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$477,005$477,652▲ $647
Cash and Non-Interest-Bearing Accounts$61,194$91,203▲ $30,009
Accounts Receivable$46,442$27,325▼ $19,117
Land, Buildings, and Equipment, Net$11,094$7,698▼ $3,396
Prepaid Expenses and Deferred Charges$1,904$6,870▲ $4,966
Total Assets$597,639$650,286▲ $52,647
Other Assets Total-$39,538-
Liabilities
Deferred Revenue$111,336$114,997▲ $3,661
Other Liabilities-$39,538-
Accounts Payable and Accrued Expenses$1,362$1,811▲ $449
Total Liabilities$112,698$156,346▲ $43,648
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$484,941$493,940▲ $8,999
Total Net Assets Fund Balance$484,941$493,940▲ $8,999
Total Liabilities and Net Assets / Fund Balance$597,639$650,286▲ $52,647

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,698$35,025$42,723
Other Assets Org$39,538--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katharine WinogradExecutive DiFT$120,000$120,000

Board Members and Trustees

NameTitle
Paul MondragonChair
Michelle FranksVice Chair
Michelle CoonsImmediate Pa
Alexis Kerschner TappanMember
Kevin LorenzenMember
Marcus MimsMember
Michael CanfieldMember
Pat Vincent CollawnMember
Phil CasausMember
Michael StevensSecretary
Meg Lewis MeisterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$369,859
Investment Income
$647
Other Revenue
$0
Change in Net Assets
$8,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$216,715
Other Expenses$144,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$120,000--$120,000
Conferences and Meetings$87,332--$87,332
Other Salaries and Wages$80,999--$80,999
Occupancy$17,814--$17,814
Information Technology$17,780--$17,780
Payroll Taxes$15,716--$15,716
Fees for Services Legal$7,335--$7,335
Office Expenses$5,996--$5,996
Depreciation Depletion$3,396--$3,396
Insurance$2,824--$2,824
Travel$701--$701
Fees for Services Accounting$475--$475
Other Expenses$20--$20
Total Functional Expenses$361,507$0$0$361,507
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$39,538
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“All full dues paying members have the right to vote for directors (governing body). The board of directors approves significant issues in regard to operations of the entity.”

Form 990, Page 6, Part VI, Line 7A

“All full dues-paying members have the right to vote for directors (governing body).”

Form 990, Page 6, Part VI, Line 8B

“There are no committees with authority to act on behalf of the governing board.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved at the appropriately timed board of directors meeting prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Determination of the compensation for the executive director is reviewed and/or recommended by the board chairman and other officers. Any proposed changes are approved by the full board. There are no other key employees of the organization.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, policies and financial statements available upon request. Inquiries should be made to the executive director.”

Filing and Contact Details

Filer

Filer Name
Economic Forum
EIN
85-0322187
Phone
5059805430
Address
2500 LOUISIANA NE SUITE 512, ALBUQUERQUE, NM 87110

Signing Officer

Name
Katharine Winograd
Title
Executive Director
Phone
5059805430
Signed
2023-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katharine Winograd
Formed
1983
Legal Domicile
Nm
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Kubiak Melton & Associates LLC
Address
6747 ACADEMY RD NE STE A, ALBUQUERQUE, NM 87109
Preparer
Daniel O Trujillo CPA
Phone
5058225100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To organize and work with local and state businesses, government and educational institutions for the purposes of achieving objectives that will improve the economic welfare of the city of albuquerque, county of bernalillo and the state of new mexico.”

Form 990, Page 12, Part XII, Line 2C

“The oversight process of the audit, review, compilation of the financial statements and selection of an independent accountant has not changed since the prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Economic forum has adopted the provisions of asc 740-10, accounting for uncertainty in income taxes. The forum recognizes the tax (benefit) expense from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. Any such tax (benefit) expense is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The forum had no unrecognized tax benefits at december 31, 2022 and 2021. The forum files an exempt return with the internal revenue service (irs). It is not a "private foundation" for tax purposes. Forum had no taxable unrelated business income for the years ended december 31, 2022 and 2021. Accordingly, a provision for income taxes has not been established in the accompanying financial statements.”

Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc1MEETING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0291208
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt178651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0291208
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt178651
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IRS990/PYInvestmentIncomeAmt02119
IRS990/PYOtherExpensesAmt0114953
IRS990/PYProgramServiceRevenueAmt0345627
IRS990/PYRevenuesLessExpensesAmt037684
IRS990/PYSalariesCompEmpBnftPaidAmt0195109
IRS990/PYTotalExpensesAmt0310062
IRS990/PYTotalRevenueAmt0347746
IRS990/ReconcilationRevenueExpnssAmt08999
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0477005
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0477652
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt07698
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035025
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042723
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt039538
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE RIGHT-TO-USE ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039538
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ECONOMIC FORUM HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FORUM RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FORUM HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 AND 2021. THE FORUM FILES AN EXEMPT RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. FORUM HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07698
IRS990ScheduleD/TotalBookValueOtherAssetsAmt039538
IRS990ScheduleD/TotalLiabilityAmt039538
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ORGANIZE AND WORK WITH LOCAL AND STATE BUSINESSES, GOVERNMENT AND EDUCATIONAL INSTITUTIONS FOR THE PURPOSES OF ACHIEVING OBJECTIVES THAT WILL IMPROVE THE ECONOMIC WELFARE OF THE CITY OF ALBUQUERQUE, COUNTY OF BERNALILLO AND THE STATE OF NEW MEXICO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FULL DUES PAYING MEMBERS HAVE THE RIGHT TO VOTE FOR DIRECTORS (GOVERNING BODY). THE BOARD OF DIRECTORS APPROVES SIGNIFICANT ISSUES IN REGARD TO OPERATIONS OF THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FULL DUES-PAYING MEMBERS HAVE THE RIGHT TO VOTE FOR DIRECTORS (GOVERNING BODY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED AND APPROVED AT THE APPROPRIATELY TIMED BOARD OF DIRECTORS MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DETERMINATION OF THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND/OR RECOMMENDED BY THE BOARD CHAIRMAN AND OTHER OFFICERS. ANY PROPOSED CHANGES ARE APPROVED BY THE FULL BOARD. THERE ARE NO OTHER KEY EMPLOYEES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INQUIRIES SHOULD BE MADE TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE OVERSIGHT PROCESS OF THE AUDIT, REVIEW, COMPILATION OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 2C
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0597639
IRS990/TotalAssetsEOYAmt0650286
IRS990/TotalAssetsGrp/BOYAmt0597639
IRS990/TotalAssetsGrp/EOYAmt0650286
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0361507
IRS990/TotalFunctionalExpensesGrp/TotalAmt0361507
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112698
IRS990/TotalLiabilitiesEOYAmt0156346
IRS990/TotalLiabilitiesGrp/BOYAmt0112698
IRS990/TotalLiabilitiesGrp/EOYAmt0156346
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0484941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0493940
IRS990/TotalProgramServiceRevenueAmt0369859
IRS990/TotalReportableCompFromOrgAmt0120000
IRS990/TotalRevenueGrp/ExclusionAmt0647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0369859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370506
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0597639
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0650286
IRS990/TravelGrp/ProgramServicesAmt0701
IRS990/TravelGrp/TotalAmt0701
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02500 LOUISIANA NE STE 512
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087110
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0HTTPS://WWW.ECON-FORUM.COM/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHARINE WINOGRAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05059805430
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ECONOMIC FORUM
ReturnHeader/Filer/BusinessNameControlTxt0ECON
ReturnHeader/Filer/EIN0850322187
ReturnHeader/Filer/PhoneNum05059805430
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 LOUISIANA NE SUITE 512
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481255955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUBIAK MELTON & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06747 ACADEMY RD NE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087109
ReturnHeader/PreparerPersonGrp/PhoneNum05058225100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL O TRUJILLO CPA
ReturnHeader/ReturnTs02023-06-30T10:59:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINOGRAD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$650,286
Liabilities
$156,346
Net assets
$493,940
Revenue
$370,506
Expenses
$361,507
Net income
$8,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$1.09$4.54$4.10$4.74$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$1.32$5.19$4.41$4.16$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.50$1.56$4.94$3.71$3.62$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$1.13$4.85$3.48$3.10$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$1.13$4.47$3.09$2.72$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$1.04$4.10$3.98$3.47$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$1.18$3.59$3.69$3.25$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$1.18$3.15$3.51$3.04$0.48
2016Summary only. Only limited summary data is available for this year.$3.88$1.20$2.68$3.44$3.31$0.13
2015Summary only. Only limited summary data is available for this year.$3.76$1.21$2.55$3.51$3.05$0.46
2014Summary only. Only limited summary data is available for this year.$3.33$1.23$2.09$3.47$2.89$0.59
2013Summary only. Only limited summary data is available for this year.$2.71$1.21$1.50$3.30$2.86$0.44
2012Summary only. Only limited summary data is available for this year.$2.32$1.26$1.06$3.25$2.80$0.45
2011Summary only. Only limited summary data is available for this year.$1.79$1.17$0.61$3.10$2.76$0.34